System Notifications are messages generated by the application that alert you to things like new e-mails or event invitations you have received, as well as news and updates to the Cool Life CRM product. When a new notification is received, a red “badge” icon will appear in the top right corner of the main system navigation, showing the number of unread messages.

Contact
Any files that concern a specific contact should be uploaded to Files tab on the Contact record. If you wish for the contact to have access to these files, be sure to check the Public box at the bottom of the upload configuration.
Company
Any files that concern a company as a whole should be uploaded to Files tab on the Company record. If you wish for employees of the company to have access to these files, be sure to check the Public box at the bottom of the upload configuration.
Web Use:
Any files that are intended for marketing or web use should be uploaded to the system file browser.
Instructions for loading files to the system, can be found in Content >> File Browser

Within your CRM there is a transaction screen, as well as subscription management. Using these tools, you can establish subscriptions on an individual basis This means, each subscription that you establish can have its own price and term length.

First, establish a primary payment method for the customer. (Read more here)

Next, create the initial payment as a "one-off" transaction using the Transactions module. (Read more here)

Last, create the recurring subscription to the term and price desired. (Read more here)

At the top, right-hand corner of each list, there is a star button. Marking this star yellow, places the lsit into your favorites, and make it more easily accessible from the CRM dropdown in your toolset.

Click on the record list to view the data in tabular form. Click the "show filters" button and select the fields and values you will filter on. Click the filter button to implement the filter parameters.

To sync your contact book from Outlook with your CRM, export your contacts into an Excel file. Then, examine your data to confirm it is all accurate for import. Once you have saved your tailored file, import it using our Import Tool into the CRM. For most accurate importing, complete it as company records first, then as contact records.

Check the fields in your database to be sure that all of the appropriate settings are accurate. The unique identifier in the database is email address. If a record already exists with the email you are trying to use, it will not allow you to save that record. Also, verify that you are not requiring fields in your database for the creation of a new record, as most required data is already identified in a first name last name and email address.

The Customer Relationship Manager (CRM) is a tool for managing a company's interactions with current and future customers. It is a list of all of your customers and interactions you have had with them.

Project Manager

There are several different states that the system uses, but the labels for these states can be changed to fit the needs of your business. Go to the Statuses tab of the Project Manager Settings to update the label, change the order, and set default statuses.

To configure what the "types" of tasks and projects are for your system, go to the Porject Management Settings. Click on Project Types or Task Types. Here you can add, delete, or update the order of the types.

Marketing

From the Bounces & Blocks list, you may filter on the logged bounces and blocks by various criteria, such as e-mail address, deployment and date. You can then select one or more bounces and blocks and delete them from the system, which will also cause the associated e-mail to be unflagged as invalid (in the case of bounces). Take great care when deleted bounces, as repeat bounces to large amounts of e-mail addresses can drastically decrease deliverability and hurt your sending reputation.

System administrator level users may delete opt-out records from the system by clicking the record's red delete button. Before doing so, make sure that you have the consent of the e-mail address's owner in order to comply with the CAN-SPAM Act.

To create a new deployment type, click on the New Deployment Type button at the top, left,hand side of the deployment types list. Note: When a type is created, a new static CRM list is created along with it. This CRM list is automatically attached to all marketing deployments that are assigned the associated type.

When working on a new deployment it is often helpful to get the feedback of co-workers on the content of the e-mail. To make this process easier, you can enter a list of e-mail addresses here which you can then send your deployment to. The approval list recipients can review the email and approve or disapprove the deployment and even provide a comment.

A bounce occurs when an e-mail could not be delivered because of some constant, unchanging condition such as the recipient e-mail address or domain name not existing. When a bounce is logged, the recipient e-mail address is flagged as invalid, and will not be delivered to again in any future deployment, unless the bounce is manually removed. This is to prevent the deliverability issues that arise from resending to bounced e-mail addresses, an act that many ISP's and e-mail providers deem as spam-like behavior.

Blocks are similar to bounces, in that they are logged when an e-mail could not be delivered to a recipient address. However, a block is only logged when a delivery failure occurs due to a temporary problem, such as the recipient email server being down, or if the mailbox is full. Block events do NOT cause an e-mail address to be flagged as invalid, and therefore can still be sent to in future deployments.

Instead of starting a deployment immediately, you can schedule the sending process to start at a specified future date and time. Note that if needed, you can cancel a scheduled deployment before it started sending.

Merge fields are placeholder values that represent data that is different for each individual recipient, such as their name or company. You can insert merge fields into your e-mail content in order to create a more personalized message

A Newsletter is any deployment that will be contain newsletter-type content. Check the box for this when creating that new type of deployment. This will cause the type to be displayed as an option on your website's newsletter sign-up form, if that module is enabled. If someone subscribes to this deployment type via the newsletter sign-up, they will be added to the type's associated CRM list.

The HTML body is the main e-mail content that the vast majority of your recipients will see when opening your e-mail. It is important to check how your e-mail content is displayed in multiple e-mail clients such as Outlook and GMail, to ensure there are no inconsistencies.

The text body is an alternate version of your e-mail content that is plain text with no formatting or HTML-based content. While most recipients will not see this content, it is important to have in order to follow accessibility standards and deliverability best practices.

Throttled sending provides a way to break up the sending of a large deployment into chunks. This practice helps with deliverability and the success rate of your deployments, and is highly recommended especially when just starting out.

A dashboard panel can optionally be created for the report, which will display the selected report component; either the data grid, or one of the charts if they are enabled. This option is found under Report Details when creating or editing a report.

Content

Adding a document to the website:
1. In the toolset go to File Browser (located under the Content Tab)
2. Upload to document or pdf
3. Right click on the file and click View
4. Copy the URL that appears at the top of the pop-up window to use as the URL for the link that you want this doc attached to on the website.

Search engine optimization (SEO) is the process of effectively boosting the visibility of a website or a web page in a search engine's "natural" search results. Refer to the Best practices to learn more about SEO.